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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,615 | $87,037-39.5% | $106,201-50.5% | $80,874-34.9% |
| Participation rate | 26.9% | 70.4%-43.5pp | 75.3%-48.4pp | 67.6%-40.7pp |
| Annual return | 10.52% | 17.05%-6.5pp | 116.26%-105.7pp | 35.62%-25.1pp |
| Employer contribution / active EE | $727 | $2,396-69.7% | $3,170-77.1% | $2,756-73.6% |
| Participant deferral / active EE | $2,249 | $3,986-43.6% | $5,012-55.1% | $4,297-47.7% |
| Admin fee / account holder | $1,065 | $8,434-87.4% | $11,039-90.4% | $6,935-84.6% |